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HARMONY ASSET MANAGEMENT LLC

Q4 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    181

  • Value ($000)

    $298,192

  • Date Filed
    02/06/2026
  • Form type
    13F-HR
  • CIK
    0002002815
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$19.75M
7 %

105,895

A
AAPL

APPLE INC

COM
037833100
$18.91M
6 %

69,571

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$15.35M
5 %

49,042

M
MSFT

MICROSOFT CORP

COM
594918104
$13.34M
5 %

27,578

A
AMZN

AMAZON COM INC

COM
023135106
$12.73M
4 %

55,159

L
LLY

ELI LILLY & CO

COM
532457108
$10.38M
4 %

9,661

V
V

VISA INC

COM CL A
92826C839
$7.25M
2 %

20,659

R
RTX

RTX CORPORATION

COM
75513E101
$5.66M
2 %

30,842

U
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$5.49M
2 %

67,175

I
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$5.26M
2 %

17,759

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